The State of the War in Ukraine
George Friedman To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. geopoliticalfutures.com
Special Reports
Luis Maizel’s Monthly Letter: Could it be Xóchitl?
I usually start with the political situation in the United States, but today I will start with Mexico. As the 2024 elections approach and in the face of the gloom felt by a part of the electorate due to the almost second victory of Morena, …
The Future of Global Wealth and Economic Growth Hangs in the Balance
McKinsey Global Institute The past two decades have generated $160 trillion in paper wealth but sluggish growth and rising inequality. What comes next? Asset price inflation over the past two decades has created about $160 trillion in “paper wealth.” Economic growth was sluggish, inequality rose, and every $1.00 in investment generated $1.90 in debt. Current tremors …
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MXN: Not your padre’s peso
Image: Banxico.org.mx J.P. Morgan The structural forces reshaping the peso While the Mexican peso has been considered a high-beta risk proxy currencyfor much of the past two decades, we think it is time for investors to shed thisoutdated perception. We believe the peso has entered a new chapter that will likely be accompaniedby lower-for-longer volatility, …
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Global Tourism: Our World in Data
Tourism has massively increased in recent decades. Aviation has opened up travel from domestic to international. Before the COVID-19 pandemic, the number of international visits had more than doubled since 2000. Tourism can be important for both the travelers and the people in the countries …
Mexico contends with the Superpeso while Russia’s Rubble weakens: Geopolitical Futures
Graphs: on geopoliticalfutures.com To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. To read the whole document, the controls for turning pages and zooming in or out are at the bottom left …
The United Kingdom: The Nexus of Insurtech
What is the key to the success of the UK insurtech sector—and where does the sector go from here? Edward Allanson, Andrea Comina, Pietro Richelli, and Leda Zaharueva London has been the global epicenter of innovation in the insurance industry since the 1600s, when Lloyd’s of London was established. Today, the United Kingdom is positioned as a …
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IMF: Weak Global Economy, High Inflation, and Rising Fragmentation Demand Strong G20 Action
Kristalina Georgieva Working together to address common challenges, and building economic bridges, will be crucial to improve lives. When the G20 finance ministers and central bank governors meet in Gandhinagar next week, the world will be looking for joint action to address rising economic fragmentation, …
Gold: Past, Present, and Future.
There is a global tendency towards pulling away from the US Dollar as the world’s reserve currency since the end of the Second World War, and in the absence of options, Central banks and sovereign wealth funds are increasingly growing their gold holdings and moving …
Investment in Clean Energy is Booming
Geopolitical Futures The International Energy Agency expects $2.8 trillion of investment in energy this year, with roughly 60 percent of that going toward clean energy. In the past two years, clean energy investment has risen 24 percent compared with 15 percent for fossil fuels. Producers …